Quote vs invoice: when should you use each?
A quote is normally used before work or a sale to set out proposed pricing and scope. An invoice is used to request payment for goods or services supplied. Keeping those stages distinct makes it easier for both sides to understand what has been proposed, agreed, delivered and charged.
Create your invoice free
No account. No subscription. Nothing you type is uploaded to Create My Docs.
Open Invoice Builder →A quote comes first
Use a quote or estimate when a customer wants to understand likely or agreed pricing before proceeding. Be clear about what is included and how long the pricing is valid.
An invoice requests payment
Once goods or services are supplied, an invoice records the charge and tells the customer what is owed. UK invoices must contain specific information.
Keep the details consistent
Where a quote has been accepted, carry the relevant customer, scope and pricing information through accurately to the invoice.
Do not confuse an estimate with a fixed price
The effect of a quote or estimate can depend on its wording and the circumstances. Make it clear what your document represents.
Official source: GOV.UK invoice requirements. Always check current official guidance where your circumstances require it.